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Technology Stocks : Qcom-oldtimers and veterans without spam board

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To: kech who wrote (17)4/9/1999 11:39:00 AM
From: H. Bradley Toland, Jr.  Read Replies (1) of 27
 
Tom Brush and all, I have a few questions for you.

As you may recall, for the life of me, I couldn't understand ERICY's resistance to manufacturing CDMA equipment a few years ago--because they are manufacturers and should be willing to mfg whatever the market wants.

Do you or anyone have comments as to why ATT is still ignoring CDMA or why they continue building TDMA systems across the U.S.? Why is Worldcom/MCI ignoring cellular altogether? And or why is Worldcom/MCI buying Nextel which I believe is not CDMA compatible? It seems to me they both are at peril of losing the most important part of ones business--a customer base!

This question/comment may seem like a advertisement for which I apologize for in advance. Why are the long distance carriers and baby bells ignoring the CLECs like Winstar (WCII)?! It looks like Winstar has a very good chance of becoming a very big carrier very quickly, because they have conquered the last mile bottleneck thru point-to-point and point-to-multipoint technology they are deploying everywhere. It looks like existing carriers stand a really good chance of losing their high margin business, the commercial customer to Winstar.

In short, Qualcomm's technology grabs the retail customer and CLECs take commercial--shouldn't this be a bit more alarming to status quo folks?

bt
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